Energy: Logistics Redux

Industry Focus

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4.6 • 854 Ratings

🗓️ 13 December 2018

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

In a follow up to our previous trucking episode, we break down how logistics infrastructures are doing so far this holiday season and discuss how retailers are responding to increased logistical demands in a tight market. In addition, we discuss how key changes in tariffs and at the USPS will impact logistics.

Stocks Mentioned:WMT, TGT, AMZN, UPS, FDX, ADBE

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Transcript

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0:00.0	This episode of Industry Focus is made possible thanks to NetSuite by Oracle.
0:03.6	The business management software that handles every aspect of your business in an easy-to-use cloud platform.
0:08.6	Get the free guide crushing the five barriers to growth at NetSuite.com slash Fool.
0:13.0	Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.
0:19.0	Today is Thursday, December 13th, and we're discussing logistics.
0:22.0	I'm your host Nick Saipool
0:23.9	contributor Dan Kline. How you doing Dan? Hey Nick can't we do this at my house
0:28.2	where it's warm? It's 32 degrees here in Alexandria, Virginia.
0:33.0	It's 81 in West Palm Beach.
0:34.9	Yeah, tell me about it, Dan.
0:36.1	You know, you're coming down from West Palm Beach.
0:38.7	I'm someone who grew up in the South,
0:40.3	not ready for this weather.
0:41.3	And I'll tell you, it's not just that it's cold
0:43.2	we're getting up to 20 mile per hour gust of winds up here so it's it's not only
0:46.7	freezing cold it's freezing cold cut through your jacket make you miserable
0:50.4	miserable weather so you know I'm a little jealous of you getting back
0:52.8	going to go back home to Florida I have a guest room there's a blow-up for
0:55.8	Austin we could totally work this out yeah let's set it up let's get some mics down
0:59.7	there and and make it happen but anyway it's good to have you on Dan and where you're
1:04.0	Thank you for having me. Yeah and we're following up on our show we did a couple
1:07.5	weeks ago you know on trucking and kind of the shortages there and we're
	...

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